|
1
|
1607 Capital Partners
Richmond,
Virginia
|
$31.3M
|
-$720K
|
-77,419
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$23.6M
|
-$201K
|
-21,640
|
-0.9%
|
|
|
3
|
Lazard Asset Management
New York
|
$14.3M
|
-$132K
|
-14,165
|
-1%
|
|
|
4
|
City of London Investment Management
London,
United Kingdom
|
$10.2M
|
+$134K
|
+14,389
|
+1%
|
|
|
5
|
Karpus Investment Management
Pittsford,
New York
|
$6.62M
|
+$320K
|
+34,367
|
+5%
|
|
|
6
|
Matisse Capital
Portland,
Oregon
|
$2.48M
|
-$177K
|
-19,018
|
-7%
|
|
|
7
|
Cornerstone Advisors
Asheville,
North Carolina
|
$1.47M
|
-$62.9K
|
-6,757
|
-4%
|
|
|
8
|
Wolverine Asset Management
Chicago,
Illinois
|
$1.24M
|
+$102K
|
+10,947
|
+9%
|
|
|
9
|
Saba Capital Management
New York
|
$1.17M
|
+$1.12M
|
+119,823
|
New
|
|
|
10
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$1.12M
|
–
|
–
|
–
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$589K
|
+$1.09K
|
+117
|
+0.2%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$483K
|
+$355K
|
+38,187
|
+337%
|
|
|
13
|
|
$448K
|
+$105K
|
+11,289
|
+33%
|
|
|
14
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$323K
|
-$10.8K
|
-1,164
|
-3%
|
|
|
15
|
Relative Value Partners Group
|
$306K
|
-$251
|
-27
|
-0.1%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$242K
|
–
|
–
|
–
|
|
|
17
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$209K
|
–
|
–
|
–
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$205K
|
+$1.14K
|
+122
|
+0.6%
|
|
|
19
|
Global Endowment Management
Charlotte,
North Carolina
|
$195K
|
–
|
–
|
–
|
|
|
20
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$177K
|
–
|
–
|
–
|
|
|
21
|
Shufro Rose & Co
New York
|
$162K
|
–
|
–
|
–
|
|
|
22
|
Shaker Financial Services
Arlington,
Virginia
|
$143K
|
–
|
–
|
–
|
|
|
23
|
9258 Wealth Management
Blue Ash,
Ohio
|
$130K
|
-$2.08K
|
-223
|
-2%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$86K
|
–
|
–
|
–
|
|
|
25
|
Center for Financial Planning
Southfied,
Michigan
|
$65K
|
–
|
–
|
–
|
|
